See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,790 | $102,966-67.2% | $90,281-62.6% | $152,861-77.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 14.02% | 95.16%-81.1pp | 78.10%-64.1pp | 345.32%-331.3pp |
| Employer contribution / active EE | $281 | $3,139-91.0% | $2,854-90.1% | $4,762-94.1% |
| Participant deferral / active EE | $1,904 | $4,281-55.5% | $3,885-51.0% | $5,850-67.5% |
| Admin fee / account holder | $286 | $6,171-95.4% | $5,351-94.7% | $11,596-97.5% |